Valeo Financial Advisors’s First Internet Bancorp INBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $545K | Buy |
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|
2025
Q2 | $654K | Buy |
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|
2025
Q1 | $651K | Buy |
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|
2024
Q4 | $874K | Buy |
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|
2024
Q3 | $832K | Buy |
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|
2024
Q2 | $648K | Buy |
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|
2024
Q1 | $777K | Sell |
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|
2023
Q4 | $639K | Sell |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $433K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $340K | Buy |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $237K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $162K | Buy |
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|
2020
Q4 | $132K | Sell |
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|
2020
Q3 | $90K | Sell |
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|
2020
Q2 | $119K | Buy |
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|
2020
Q1 | $122K | Buy |
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|
2019
Q4 | $146K | Hold |
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|
2019
Q3 | $131K | Hold |
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|
2019
Q2 | $132K | Hold |
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|
2019
Q1 | $119K | Hold |
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|
2018
Q4 | $125K | Hold |
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|
2018
Q3 | $158K | Buy |
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|
2018
Q2 | $129K | Hold |
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|
2018
Q1 | $153K | Hold |
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|
2017
Q4 | $158K | Hold |
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|
2017
Q3 | $134K | Buy |
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